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Guy Sips ... (+10)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB

After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...

 PRESS RELEASE

IBA – Share buyback

IBA – Share buyback Louvain-la-Neuve, Belgium, February 2nd, 2026 – 6PM CET – IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, announces today the launch of a share buyback program, effective as of February 3rd, 2026, in application of article 7:215 of the Belgian Companies and Associations Code. By a decision of the Board of Directors of March 18th, 2025, approving the Stock Option Plan 2025, and pursuant to the authorization given by the EGM of September 4th, 2023, IBA launched a program to buy back own shares through a mandate given to a...

 PRESS RELEASE

IBA – Rachat d’Actions Propres

IBA – Rachat d’Actions Propres Louvain-la-Neuve, Belgique, 2 février 2026 – 18h00 – IBA (Ion Beam Applications S.A., EURONEXT), leader mondial des technologies d’accélération de particules, annonce aujourd’hui le lancement d’un programme de rachat d’actions propres à compter du 3 février 2026, en application de l’article 7:215 du Code belge des sociétés et des associations. Par une décision du Conseil d’administration du 18 mars 2025, approuvant le Plan de Stock-Options 2025, et conformément à l’autorisation donnée par l’AGE du 4 septembre 2023, IBA a lancé un programme de rachat d’actio...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Adyen: New Platforms partnership in APAC / Dutch Pension Reform (Wtp): 1/3 transitioned (c.25 funds), 2027 challenging / IBA: Sale of a P1 system to MacKay Memorial Hospital in New Taipei City, Taiwan / KPN: 4Q25 preview / Offshore Wind: North Sea offshore wind pact to develop 300GW by 2050 / Vår Energi: RRR 2P 185% offsets slight pressure on expected production volumes 4Q

Guy Sips ... (+6)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

IBA signs contract for a Proteus®ONE proton therapy system to be locat...

IBA signs contract for a Proteus®ONE proton therapy system to be located at the MacKay Memorial Hospital in New Taipei City, Taiwan Louvain-La-Neuve, Belgium, January 27, 2026 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces it has signed a contract for the supply of a Proteus®ONE1 compact proton therapy solution to be installed at the MacKay Memorial Hospital in New Taipei City, Taiwan. This is the fourth order of a Proteus®ONE system in ...

 PRESS RELEASE

IBA signe un contrat pour l’installation d’un système de protonthérapi...

IBA signe un contrat pour l’installation d’un système de protonthérapie Proteus®ONE au MacKay Memorial Hospital, à New Taipei City, Taïwan Louvain-la-Neuve, Belgique, le 27 janvier 2026 - IBA (Ion Beam Applications S.A., EURONEXT), leader mondial des technologies d’accélération de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, annonce aujourd'hui avoir signé un contrat pour la fourniture d'une solution compacte de protonthérapie Proteus®ONE1 qui sera installée à l'hôpital MacKay Memorial de New Taipei City, à Taïwan. Il s'agit de la quatri...

 PRESS RELEASE

IBA – TRANSPARENCY NOTIFICATION

IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, January 21, 2026 06:00 PM Summary of the notification IBA (Ion Beam Applications), the world leader in particle accelerator technology, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on January 13, 2026. In its notification, Vallgesa Limited indicated that following an acquisition or d...

 PRESS RELEASE

IBA SA – NOTIFICATION TRANSPARENCE

IBA SA – NOTIFICATION TRANSPARENCE (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 21 janvier 2026, 18:00 Résumé de la notification IBA (Ion Beam Applications SA), le leader mondial des technologies d’accélération de particules, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notification reçue le 13 janvier 2026. Dans s...

Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
 PRESS RELEASE

IBA selected by MD Anderson Cancer Center to supply three Proteus®ONE ...

IBA selected by MD Anderson Cancer Center to supply three Proteus®ONE systems Louvain-La-Neuve, Belgium, January 19, 2026 – IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and leading provider of proton therapy solutions for the treatment of cancer, today announced that it has signed a contract with the University of Texas MD Anderson Cancer Center, ranked #1 in cancer care by U.S. News & World Report, to re-equip and modernize its existing Proton Therapy Center in Houston with three state-of-the-art Proteus®ONE1 systems. IBA was awarded th...

 PRESS RELEASE

IBA choisie par le MD Anderson Cancer Center pour fournir trois systèm...

IBA choisie par le MD Anderson Cancer Center pour fournir trois systèmes Proteus®ONE Louvain-la-Neuve, Belgique, le 19 janvier 2026 - IBA (Ion Beam Applications S.A., EURONEXT), leader mondial des technologies d’accélération de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, annonce aujourd'hui avoir signé un contrat avec le MD Anderson Cancer Center de l'université du Texas, classé n°1 dans le domaine des soins oncologiques par le U.S. News & World Report, afin de rééquiper et moderniser son centre de protonthérapie d’Houston avec trois sy...

Argen X SE: 1 director

A director at Argen X SE sold after exercising options/sold 3,625 shares at 695.710EUR and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...

Jacob Mekhael
  • Jacob Mekhael

argenx Vyvgart sBLA acceptance in seronegative gMG comes with priority...

argenx announced that the FDA has accepted for priority review a sBLA for Vyvgart IV for the treatment of adults with acetylcholine receptor antibody (AChR-Ab) seronegative generalized myasthenia gravis (gMG), with a PDUFA target action date of 10 May 2026. The sBLA acceptance and priority review for Vyvgart in seronegative gMG brings argenx a step closer to its aim of having the broadest possible label in this setting. argenx estimates the commercial opportunity for seronegative gMG could add 1...

Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Livio Luyten
  • Mathijs Geerts Danau
  • Wim Hoste
 PRESS RELEASE

argenx Announces FDA Acceptance of Supplemental Biologics License Appl...

argenx Announces FDA Acceptance of Supplemental Biologics License Application with Priority Review for VYVGART in AChR-Ab Seronegative gMG January 13, 2026, 7:00 AM CET  Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the U.S. Food and Drug Administration (FDA) has accepted for priority review a supplemental Biologics License Application (sBLA) for VYVGART® (IV: efgartigimod alfa-fcab) for the treatment of adults with acetylcholine recepto...

 PRESS RELEASE

IBA – TRANSPARENCY NOTIFICATION

IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, January 12, 2026 10:30 PM Summary of the notification IBA (Ion Beam Applications), the world’s leading provider of proton therapy solutions for the treatment of cancer, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on January 6, 2026. In its notification, Axxion S.A. indicated that it...

 PRESS RELEASE

IBA SA – NOTIFICATION TRANSPARENCE

IBA SA – NOTIFICATION TRANSPARENCE (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 12 janvier 2026, 22:30 Résumé de la notification IBA (Ion Beam Applications SA), le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notification reçue ...

 PRESS RELEASE

IBA – TRANSPARENCY NOTIFICATION

IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, January 12, 2026 10:00 PM Summary of the notification IBA (Ion Beam Applications), the world’s leading provider of proton therapy solutions for the treatment of cancer, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on January 6, 2026. In its notification, Marcel Jo Maschmeyer indicate...

 PRESS RELEASE

IBA SA – NOTIFICATION TRANSPARENCE

IBA SA – NOTIFICATION TRANSPARENCE (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 12 janvier 2026, 22:00 Résumé de la notification IBA (Ion Beam Applications SA), le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notification reçue ...

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